Andesa Financial Management’s BP BP Stock Holding History

Andesa Financial Management’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,201	Closed	-$213K	–	104
2019 Q2	$213K	Sell	5,201 -6,231	-55%	-$261K	0.2%	101
2019 Q1	$488K	Buy	+11,432	New	+$469K	0.24%	87

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Andesa Financial Management's BP Position: Q3 2019 in Review

Andesa Financial Management sold out of BP (BP) in Q3 2019, closing a stake of 5,201 shares — an estimated $213K sold.

Andesa Financial Management first reported a position in BP in Q1 2019 and held it in 2 quarters. The position peaked at $488K in Q1 2019. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

Andesa Financial Management reported no remaining BP position as of Q3 2019 after selling out during the quarter.
Andesa Financial Management sold 5,201 BP shares in Q3 2019, an estimated $213K.
Andesa Financial Management first reported a position in BP in Q1 2019 and held it in 2 quarters.
Andesa Financial Management's BP position peaked at $488K in Q1 2019.
1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on Andesa Financial Management's 13F filing for Q3 2019, filed 8 Nov 2019.